ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Published On
May 28, 2016

The 2016 election race has already offered plenty of surprises, but what could it mean for the economy? Joe and Al share what they think then move on to discuss Americans top regrets in retirement. Are you saving enough money for emergencies? Is your credit card debt hindering your finances? Are you taking enough risk in your financial portfolio? Find out what you can be doing to improve your finances.

5:15 “We tend to sell our positions when they go down because we are fearful…and then we buy back in when the market does well”

10:40 “Here’s an interesting statistic I got from Market Watch: since 1950, a 60/40 bond portfolio…hasn’t had a loss in a five-year period…any five-year period”

17:54 “Here’s my advice – presidential election year or not, it doesn’t really matter. You need to get the right investments for you and stay invested. Rebalance when you need to”

22:53 “According to this article on U.S. News, they’re saying that people over age 50 spend an average of 40-45% of their household budget on housing and housing items”

27:25 “We talk about being diversified with investments but you also have to be diversified with your taxes”